See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $303,875 | $167,307+81.6% | $143,757+111.4% | $134,475+126.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.59% | 0.46%-13.1pp | -0.04%-12.5pp | 417.96%-430.6pp |
| Employer contribution / active EE | $10,613 | $5,619+88.9% | $4,951+114.4% | $4,740+123.9% |
| Participant deferral / active EE | $22,125 | $6,446+243.2% | $5,637+292.5% | $6,400+245.7% |
| Admin fee / account holder | $7,357 | $18,088-59.3% | $14,673-49.9% | $11,426-35.6% |